Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF inkluderar IAM Advisory, LLC, Creekmur Asset Management LLC, J Hagan Capital, Inc., Petredis Investment Advisors Llc, Wiley Bros.-aintree Capital, Llc, Sei Investments Co, Cannon Financial Strategists, Inc., Merit Financial Group, LLC, Brinker Capital Investments, LLC, Envestnet Portfolio Solutions, Inc., Beacon Financial Advisory LLC, Bank of New York Mellon Corp, Arkadios Wealth Advisors, Sagespring Wealth Partners, Llc, Exchange Traded Concepts, Llc, Deutsche Bank Ag\, ORG Partners LLC, Assetmark, Inc, och SRS Capital Advisors, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 056 | 51,34 | 105 | 52,17 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 36 977 | 21,85 | 959 | 22,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 106 573 | 20,07 | 28 695 | 20,64 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 118 482 | 3 073 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 70 | 2 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 284 | 197,40 | 59 | 210,53 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 238 | 214 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 40 202 | 61,96 | 1 043 | 62,81 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12 910 | 335 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 171 688 | 3,96 | 4 453 | 4,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 207 589 | 30,45 | 5 384 | 31,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20 427 | 530 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 97 244 | 0,74 | 2 522 | 1,24 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 147 558 | 10,21 | 3 817 | 10,51 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8 051 | 209 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 176 837 | 4 534 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 28 570 | 12,97 | 741 | 13,50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 263 378 | 52,81 | 6 831 | 53,55 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 581 | 15 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 066 | 1,35 | 624 | 1,96 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 11 125 | 11,25 | 289 | 11,63 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 28 998 | 752 | ||||||
| 2025-08-14 | 13F | Clg Llc | 65 908 | 3,69 | 1 709 | 4,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 798 718 | 68,64 | 20 715 | 69,46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 56 324 | 38,90 | 1 461 | 39,58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 76 778 | 2 007 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 877 337 | 18,77 | 22 754 | 19,34 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 33 023 | 2,10 | 856 | 2,64 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 344 503 | 12,99 | 8 935 | 13,53 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 960 267 | 6,47 | 24 905 | 6,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 328 320 | 11,42 | 8 515 | 11,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 010 | 415 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 202 348 | 1 313,64 | 5 248 | 1 321,95 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 526 | 273 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 956 | 25 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 787 980 | 745,30 | 20 436 | 749,73 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 398 518 | 9,15 | 10 336 | 9,68 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 44 348 | 1,66 | 1 150 | 2,22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26 973 | 6,57 | 700 | 7,04 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 11 671 | 4,72 | 0 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 523 928 | 13 588 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 10 449 | 3,51 | 271 | 4,23 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 93 898 | 1,75 | 2 435 | 2,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43 913 | 22,12 | 1 139 | 22,63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29 810 | 6 675,00 | 773 | 6 927,27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 879 | 1,15 | 23 | 0,00 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 78 163 | 16,29 | 2 027 | 16,90 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 143 466 | 0,86 | 3 721 | 1,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 939 933 | 44,98 | 24 377 | 45,68 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13 194 | 26,37 | 342 | 27,14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21 191 | 166,08 | 550 | 167,80 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 44 934 | 115,00 | 1 165 | 116,14 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 19 134 | 144,15 | 496 | 145,54 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 905 | 49 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 376 | 8,71 | 658 | 9,30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 905 | 49 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7 663 | 15,01 | 199 | 15,79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 640 707 | 37,23 | 16 575 | 37,55 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 170 110 | 58,80 | 4 | −99,86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 117 | 20,62 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 66 413 | 14,98 | 1 722 | 15,57 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 28 854 | 197,74 | 748 | 199,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 839 269 | 21,20 | 47 701 | 21,78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 514 | 13 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 243 | 214 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4 345 569 | 72,41 | 112 702 | 73,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 408 059 | 3,86 | 11 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 826 | 14,45 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 099 696 | 15,11 | 54 | 14,89 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 40 945 | 1 062 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 117 239 | 122,87 | 3 034 | 123,42 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 51 540 | 0,00 | 1 337 | 0,45 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 84 763 | 12,59 | 2 198 | 13,12 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 18 370 | 2,35 | 476 | 2,81 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 33 217 | 112,44 | 861 | 113,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 241 240 | 21,20 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2 244 927 | 3,38 | 58 222 | 3,88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 719 | 8,37 | 434 | 8,79 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 38 086 | 0,62 | 988 | 1,23 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 256 | 7,58 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 738 301 | 76,98 | 19 129 | 77,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 800 831 | 62,85 | 20 770 | 63,64 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 228 480 | 0,13 | 5 926 | 0,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 230 493 | 14,07 | 5 978 | 14,61 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 209 717 | 5 439 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 223 | 602 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 29 761 | 15,87 | 770 | 16,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 738 | 173,80 | 71 | 184,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 955 676 | 40,10 | 102 590 | 40,78 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 259 718 | 6,89 | 6 736 | 7,40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48 050 | 7,56 | 1 246 | 8,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8 310 | 3,51 | 216 | 3,86 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25 366 | 36,03 | 658 | 36,59 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 159 264 | 24,85 | 4 131 | 25,46 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 162 502 | 1,62 | 4 214 | 2,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 539 | 21,27 | 377 | 22,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 87 476 | 55,67 | 2 269 | 56,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 958 | 1,12 | 129 | 1,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 251 030 | 4,15 | 6 510 | 4,65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 035 466 | 21,35 | 26 855 | 21,94 |
